Apple AR supplier to make lenses for Oculus Quest 3, says Kuo

Analyst Ming-Chi Kuo reports that delays to the forthcoming Apple AR headset, will help lens supplier Genius, which has now also had orders for Meta’s Oculus update.Reiterating his previous claim that Apple has pushed production of its first headset to the end of 2022, Ming-Chi Kuo says this will give supplier Genius an advantage. Genius is one of two firms that Apple has ordered pancake/Fresnel lenses from, although as yet its production yield is less than that of rival Young Optics.In a note to investors, seen by AppleInsider, Kuo says that “Apple’s AR/MR production delays will help Genius close the gap in production yields for pancake lenses with Young Optics.” Read more…
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